Financial Training Courses

Euromoney Learning Solutions offer a broad range of premium finance courses covering credit, investment management, project finance, risk management and many more. All of our programmes are led by highly specialised and experienced trainers, each of whom are leaders in their own fields.

We are accredited by the CPD and British Accreditation Council (BAC), and work closely in partnership with other Euromoney businesses such as HedgeFund Intelligence, IFIS and Global Capital, ensuring that our course content is up-to-date and relevant to the current issues within the industry.

This 3-day course is designed to give practitioners a good grounding on the fundamentals of financial instruments, how they are valued and more importantly, how they should appear on the financial statements. The three major changes under IFRS 9 are covered including, the classification of financial instruments, new rules on expected credit losses and revised hedge accounting rules.

A 5-day practical "how to" financial training course taught by an internationally renowned corporate finance expert. The course takes you through all the forms of Corporate Finance from M&A to IPO's to LBO's. Strategy, structuring and valuation are key themes throughout, and upon return to your organisation you will be fully prepared to put your learning into practice.

This intensive 3-day course will bring you fully up to speed on everything you need to know about debt primary markets. The course is particularly suited to those newly involved in deal origination, syndication or corporate finance, including those providing middle and back office support.

Under the expert guidance of our two course instructors, this 5-day London School will offer unparalleled insight into the nuances of the financial sector and the unique way it operates. Crucially, it will also give you the tools you need to transform the way you and your staff work and enable you to succeed in an increasingly competitive marketplace.

This course introduces and explains the basic pillars of Shari'ah Law as applied to finance, explores its various interpretations, and highlights the best practice. The course discusses the functions of the Islamic financial System including their products and services such as Murabaha, Mudarabah, Musharakah, Bai Salam, Istisna and Ijarah.

A 5-day programme led by internationally renowned experts. Their collective unparalleled knowledge of the market, industry and players has been brought together to provide you with a broad and in-depth course, covering a number of topics including asset allocation, estate planning, investment products and business development.

This 5-day programme gives delegates a unique overview of the current trends and opportunities in the global retail banking market enabling attendees to benefit from insightful learning opportunities that can assist in driving improved performance in their own bank
The programme is practical in nature and discusses how to design/ deliver and implement successful marketing, distribution and sales strategies for increased future performance

A 4-day intensive financial training course looking at managing fixed income, equity and alternative portfolios.
This highly tailored and practical course has the principal aim of introducing you to the core concepts used to manage equity, debt and alternative investment portfolios.

A 4-day expert emerging market risk analysis training course designed to equip delegates with the skills to analyse and mitigate country risk. Including techniques for the analysis of financial institutions in emerging markets.

An intensive 3-day, computer based practical training course with case studies and worked examples. With a step-by-step approach, this course will guide you through the various up-to-date techniques available, providing you with a comprehensive understanding of advanced financial modelling in Excel

This practical international project finance training course is meant to increase participants' understanding of the process which leads to the creation of suitable financial structures for cross-border projects. It includes a 1-day cash flow modelling workshop.

This course will provide delegates with a solid foundation in fixed income analysis comparable to an MBA finance elective course and CFA® exam levels I and II. Delegates will receive an extensive set of course notes including many numerical problems and solutions and supplemental readings.

The Course Director has offered this 'advanced swaps' course for market participants for over 10 years. It has been continually updated to include the latest practical and theoretical developments in the structuring, pricing and hedging of swaps and related transactions.

'Project Finance Modelling' is designed to support middle and senior managers dealing with financial models from disparate sources, to enable them to be compared and analysed on a consistent and focussed basis.

Project Modeling Masterclass is an intensive hands-on course in which participants receive comprehensive instruction on accounting, programming, engineering, statistical and economic aspects of project finance models. We believe that in a few days, participants can become proficient in project finance modeling and produce models that are consistent with top flight banks and investment banks

The course begins by concentrating on spreadsheet best practice, auditing and the advanced use of Excel. These skills are then applied to the construction of financial, valuation and investment models. Delegates learn how to incorporate forecasting, optimization, risk assessment and sensitivity scenarios into these models. The course is taught using a step-by-step approach to enable delegates to construct financial models for a wide range of practical scenarios.

In recent years, international bond markets have grown significantly in size and complexity as new derivative products continue to be introduced. As such, the skills needed to evaluate financing and investment opportunities in fixed income markets have evolved, and many new techniques must be considered. Synthetic (derivative) fixed income markets often dictate pricing in cash markets, a new phenomenon requiring a vastly different set of skills needed to assess opportunities and provide timely solutions.

This comprehensive 5-day Derivatives School is designed to provide you with a thorough understanding of the derivatives market place for both OTC and exchange-traded instruments, in particular how derivatives are used on a day-to-day basis to manage both exposures and to provide customer based solutions. Save US$1,690 for registering both modules. Just contact us at training@euromoneylearningsolutions.com

This 3-day course provides participants with a comprehensive and detailed analysis of trading and risk management. The primary focus is to examine the dynamic risk characteristics of options from a trader/client perspective, providing participants with a comprehensive and detailed analysis of vanilla and exotic options.

This 10-day interactive program features
everything you need to know about Islamic
finance, banking, investment, contracts, bonds,
insurance, and more. All modules are individually bookable so you can choose the topics which best suit you.

This course will equip professionals with limited experience of distressed debt or who are new to this sector with necessary knowledge to be able to appreciate the terminologies, compliance, legal and practical steps to help maximise returns in workout situations.

This 4-day course provides a comprehensive look at the most important recent trends and developments in bank reporting. It will improve your analysis skills, giving you the toolkit for better decision making, helping safeguard your organisation.

This intensive 4-day workshop provides a grounding for risk and investment managers, and other financial professionals, in the analysis of sovereign and country risk for both developed and transitional/emerging countries. The course demonstrates how a full assessment of risk requires an understanding of not just quantitative economic data, but also an appreciation of qualitative factors, and a review of the country’s financial system.

This 5-day programme, with case studies and integrated cash flow modelling, is designed as an integrated series of modules which will increase participants’ understanding of today’s complex and sophisticated process of real estate investment and finance.

This course has been designed to address the multifaceted complexity of the hedge fund industry from how to structure and manage a hedge fund through to how the various hedge fund strategies generate their returns. The evolving regulatory regime around hedge funds will also be examined in detail.

This course provides you with a working knowledge of the principles and practices of the financial management of companies and the financial analysis of leveraged buy-outs. It ensures that you acquire a sufficiently thorough understanding of the subject in order to be able to use the tools and techniques in an effective manner.

A 3-day, comprehensive course to help delegates understand the complex world of Pension Investment Strategy with specific reference to areas such as the global pensions crisis, the challenge to the cult of the equity, the role and purpose of pension funds and measuring and modelling a pension liability.

A 5-day course that will provide participants with a firm understanding of Project Finance and features topics such as the theory of project finance versus corporate finance and debt capacity, valuation and credit analysis in famous project finance failures and public policy issues in project finance.

This 3-day course has been designed to provide participants with an overview of the private equity industry and the investment process throughout the different stages of a company’s growth. It explains the investment process, objectives, financial instruments and negotiation options from the point of view of both the investor as well as the business owner

Finance for Non-Financial Managers is an intensive 5-day course designed to provide non-financial managers and others with the knowledge and confidence required to comprehend and participate in financial decision-making and analysis

A comprehensive 3-day course for banking experts. The course will teach how to successfully run a corporate banking network, how to manage your clients proactively and how to be responsive to their different needs.

This 3-day course provides an overview of developments in the evolution of trade finance beyond the realm of ‘traditional’ products, to the fast-growing and increasingly important area of supply chain finance. The seminar links both traditional products and supply chain solutions by considering the treatment of four ‘pillars’ of trade finance.

With the financial world currently undergoing significant changes, one of the most important challenges in banking is to reinforce the syndicated loan function and to refresh techniques given the evolution of the syndicated loan market. This course enables you to ensure that your staff – whether bankers, lawyers or investment professionals – have the tools to cope with the new environment.

This 4-day course will address the principles and practice of risk management. The results of the economic crisis will be used as a backdrop to explore risk management and the significant reshaping of the financial world.

This course is designed to increase participants’ understanding of the increasingly complex and sophisticated process of liquidity risk measurement and management exploring both its issues and challenges. The 2007- 2009 crisis has only accelerated the spread of “new” best practices. National and international regulators, including FSA and CEBS are adding more complexity.
All delegates will receive comprehensive course documentation for use before and during the program. This will enable you to return to your organization with an extensive and valuable source of information for future reference.”

A comprehensive 8-day treasury management programme covering the full range of financial risk management instruments and their applications in banking and corporate scenarios. Essential analytical concepts are introduced to ensure that practical
hedging measures are understood.

This 3-day programme focuses upon how the toolkit of managerial accounting can be linked sequentially and logically with the principles of financial economics. It will provide critical insight into how the tools and techniques of management accounting can be adapted and used to be consistent with achieving value growth.

This is Module Three of the Private Equity School. Attend all the modules of 'Private Equity School' and save US$2,840! Just contact us at training@euromoneylearningsolutions.com to register and enjoy this special offer.

This school provides delegates with a comprehensive understanding of the "illiquid" alternative asset classes.
Attend all the modules of 'Private Equity School' and save US$2,840! Just contact us at training@euromoneylearningsolutions.com

The practitioners guide to achieving a successful and effective middle office.
This 4-day training course will assist you in defining the role of the middle office in your organisation. Delegates will be taught how to identify risks and how to introduce simple mechanisms to monitor, analyse and control, without the need for high investment in technical equipment and systems.

This 3-­day program is designed for bankers who need to understand the latest global best practice employed in managing the credit process from transaction identification through to eventual repayment. Whilst credit professionals are most likely to find the curriculum meets their specific needs, Relationship Managers will also benefit greatly from the enhanced understanding of their customers credit risk profile.

This unique, 3-day masterclass will help you navigate the rapidly evolving world of Exchange Traded Funds (ETFs) and understand the role of the different players in the structuring, management, administration and marketing of ETFs.

Finance for Non-Financial Managers is an intensive five-day course designed to provide non-financial managers and others with the knowledge and confidence required to comprehend and participate in financial decision-making and analysis.

This course attempts to address this problem by guiding participants through the process of developing, validating and stress testing their bank’s internal risk modeling frameworks. The recent global crisis has called into question the accuracy, quality and consistency of internal risk rating and modeling functions.

Imagine being able to assess and manage the overall performance and risk exposure of your business or department on a timely and forthcoming basis merely by viewing a simple dashboard. This course helps participants achieve exactly this aim. In it, we develop and construct dashboards using internal data and outline how participants would undertake the same, regardless of what types of systems (if any) that their organization uses. Our goal is to unlock the meaning of the numbers that circulate around an enterprise for the purpose of ultimately making better, more informed and pre-emptive decisions.

This course is taught by two Management and Leadership experts who will share their world-class knowledge, insights and experiences to help you broaden and deepen your skills. They will give you the tools you need to lead with impact and confidence.

The CFO Programme will give delegates a leading edge in financial planning and strategy. This programme will explore how to successfully manage stakeholders' relationship, reporting, talent, governance, risks, treasury, liquidity and cash management as well as how to overcome critical issues like ethics, bribery, corruption and fraud.

This 4-day intensive programme provides delegates with a comprehensive exposure to a range of advanced swap topics, including pricing and valuation in the presence of funding and liquidity risk, 2nd generation swaps and interest rate option derivatives.

Module 1: Fundamentals of Derivatives is a comprehensive overview of the major classes of derivatives, distinguishing between linear and non-linear derivatives.
Save US$1,690 for registering this couse and Bank Applications of Derivatives! Just contact us at training@euromoneylearningsolutions.com to register and enjoy this special offer.

This module explains how banks use derivatives for their own and their customer benefit.
Save US$1,690 for registering this couse and Fundamentals of Derivatives! Just contact us at training@euromoneylearningsolutions.com to register and enjoy this special offer.

This intensive 4-day Sovereign Risk Analysis workshop provides a grounding for risk and investment managers, and other financial professionals, in the analysis of sovereign and country risk. The course demonstrates how a full assessment of risk requires an understanding of not just quantitative economic data, but also an appreciation of qualitative factors, and a review of the country’s financial system.

Through a combination of lectures, case studies and group presentations, this 3-day program provides an overview of foreign exchange and money markets, reviews the structure and pricing conventions of derivatives markets and products and compares hedging techniques more commonly used by all market participants to manage currency and interest rate risks.

This 8-day Miami Project Finance Academy is designed to assist bankers, private investors, project developers, equipment suppliers, official creditors, and other project participants in acquiring all the skills they will need to evaluate project financing transactions in a wide variety of industrial sectors. Relying heavily on examples from the American region and around the world characteristic of the energy, oil and gas, mining, transportation, social services, water and sanitation and telecommunications businesses, attendees will be brought up to date on the very latest techniques and innovative approaches to structuring and funding projects

This interactive course is designed for two audiences:
1) Corporate treasury, accounting and finance professionals will learn current, practical knowledge of the essential elements of best practice treasury management. This includes practical ideas on how to transform their treasury into a world class operation that operates
with better control and improved efficiency at a reduced cost.
2) Commercial bankers in treasury sales, product development, internal operations and marketing will gain an in-depth understanding of the treasury customer’s world. They will learn how to “talk the treasury-solution talk” in order to better support client needs.

The Miami School of Management and Leadership will provide you with the key tools manage staff, hit targets and achieve results. The program will thoroughly cover the nuances of the financial sector and the unique way it operates including industry challenges, effective communication and career strategies

The treasury's world is growing increasingly more complex. Never has it been more important for companies and their banks to deploy best practices to control cash, working capital and risk on a global basis. Over and above the mandate to excel in these traditional roles, treasury is called upon to be more strategic in its activities and to develop a solid business partner relationship across the complex

Attendees will have gained a comprehensive understanding on the way interest rate markets operate, and they will have been exposed to the key applications in Capital Markets and Treasury / Asset Liability Management businesses. Also attendees will have understood the details of the major pricing and valuation models (like the LIBOR Markets Models) along with the requisite accounting and risk management tools employed in practice.

Regulators and independent auditors must be equipped to evaluate the ability for the financial institutions they supervise to adequately develop and implement risk and governance frameworks. This 5-day course shows participants how to design, develop and execute such an assessment process in light of the practical realities of both G7 and emerging financial markets and with respect to global, best-practice.

A 4-day course suitable for asset managers and investors who have had exposure to traditional asset allocation techniques but are keen to explore innovative and quantitative approaches to the global macro style. In addition, it will provide supplementary skills and robust techniques for those seeking greater understanding of underlying capital market dynamics and the major influences on systematic risk within the macro-financial environment.

Bank Treasury's world is growing increasingly more complex. Never has it been more important for Bank Treasury to control assets, liabilities and risk in an effective manner in order to meet increasing regulatory demands and pressures on profitability. Over and above the mandate to excel in these traditional roles, Bank Treasury is called upon to be more strategic in its' activities and to develop solid business partner relationship across the complex.

This 3-day course will cover all aspects of credit and political risk insurance. The content of modules can be varied to cater for different levels of experience and expertise and to provide differing points of emphasis to suit particular requirements. The linkage between this type of insurance and trade finance will be examined.

A 5-day, top-level school designed to explore how leading banks are led and managed strategically, how they deploy best-practices to boost performance, and how delegates' banks could upgrade their own approaches to world-class standards.

A 5-day, top-level school designed to explore how leading banks are led and managed strategically, how they deploy best-practices to boost performance, and how delegates' banks could upgrade their own approaches to world-class standards.

Through a series of lectures, case studies and interactive exercises, this 2-day program provides delegates with a set of fundamental building blocks for understanding the interdependencies between FX and interest rate markets and products. It also broadens their knowledge of global pricing conventions in forwards and options products on foreign exchange and interest rates and allows delegates to compare hedging results through the use of a variety of hedging solutions.

A 9-day intermediate financial training course exploring the asset classes, innovative portfolio strategies and asset allocation. The course also features a series of internationally renowned guest speakers.

The school provides comprehensive coverage of all the key issues and challenges in corporate finance in ten modules covered over five days. All key areas of corporate finance theory are covered together with their practical application in such areas as project appraisal, M&A, buy-outs, private equity, corporate restructuring and value based management.

The 5 day Mastering Financial Modelling Training Week is designed to build a robust and informative model in two stages; module 1 develops the initial model with integrated financial statements while module 2 adds more advanced features.

Developing the CFO as Leader and Business Partner.
This 5-day courses focusses on strategy and leadership development for emerging high-performance Chief Financial Officers. Becoming a strategic partner to the business, moving from being a technocrat to a strategic leader.

Analysis, valuation and M&A in oil and gas. This 4 day course provides necessary practical skills to model and value upstream, midstream, and downstream assets, from the perspective of an investor, equity analyst, or as part of a corporate transaction.

This course will provide to investment professionals who trade, or buy and hold stocks, equity funds and products, and conduct direct investments in companies; the necessary practical knowledge, tools and techniques.

This course aims to further develop the skills, competencies, and knowledge needed to achieve investment objectives by managing and controlling investment risk and enhancing the returns of investment portfolios.

Taught by an internationally experienced banking executive, this course is designed to give delegates a comprehensive overview of how to build a successful SME banking strategy and how to raise the performance of their institution and applies to banks in developed and emerging markets.

This practical 4-day course will discusses how you can reduce the risks in your forward-looking decision-making using budgets and financial models, by utilising our kit bag of qualitative and quantitative tips, tools and techniques.

Foreign Exchange (FX) and Money Markets course provides a firm grounding in the instruments
and activities of the international money and FX markets, sweeping away the confusion that can be created by the scale, speed and apparent diversity of the markets.

Credit Analysis School will teach you how to model and analyse corporate credit risk, how to assess structural and documentation risk and to give an overview of dealing with NPLs. This modular course does not extend to the analysis of banks, insurance companies or structured vehicles.
Save US$1,350 when registering all the modules! Just contact us at training@euromoneylearningsolutions.com to register and enjoy this special offer.

Module 1 of Credit Analysis School is designed to teach delegates how to analyse a wide range of qualitative and quantitative factors relating to corporate credit risk. A principal part of the course is financial modelling and forecasting in Excel.
Save US$1,350 when registering all the modules! Just contact us at training@euromoneylearningsolutions.com to register and enjoy this special offer.

Module 2 of Credit Analysis School will cover advanced corporate credit analysis and how to assess an appropriate return.
Save US$1,350 when registering all the modules! Just contact us at training@euromoneylearningsolutions.com to register and enjoy this special offer.

A new 3-day course focusing on setting up family offices, understanding the importance of family offices when working with ultra high net worth individuals, and how to structure them and what services to deliver.

This intensive 3-day course provides a vital overview on how to construct and deliver a performance measurement and management framework that is aligned to the strategic goals of an organisation. The core tools covered are Activity Based Costing (ABC) and Balanced Score Card (BSC)

A highly intensive, practical 2-day course will help you to identify and assess the financial crime risks in your organization posed by trade finance. You will earn how to deal with red flags, real and potential frauds efficiently and effectively in Trade Finance

An 8-day course, giving a practical viewpoint of all aspects of international trade and commodity finance. The Academy provides extensive case studies and role play to develop the understanding of delegates in a practical and engaging way across a range of scenarios

Strategic financial decisions determine the future performance of a business and are vital to get right to win value for your organisation. This intense 3-day course will give you the best Leading Business School thinking set in a very practical context, combined with theory and concepts which go beyond traditional business school teaching.

During the 5 days, the international recognizable top banker will take you through credit post debt crisis due diligence including regulations, risk rating agencies, cash f low, debt issues, corporate loan workouts and financial restructuring.

This 4-day program is designed for bankers, credit and product specialists and other professionals responsible for maintaining top quality loan portfolios, identifying risk management opportunities and designing financial solutions for clients in a new and evolving international credit environment

Attend this 4-day training to develop an understanding of the latest trends in global M&A activity and how they are relevant to the participants’ organizations. This course is taught by two experienced Course Directors. Come and gain insights from them!

This swaps course includes the latest practical and theoretical developments in the structuring, pricing and hedging of swaps and related transactions. It is for delegates who are familiar with the financial markets, and who wish to develop a sound working knowledge of the swaps market.

This 2-day course provides a comprehensive overview of the key concepts and methodologies in understanding the drivers of credit risk, modelling tools used for the measurement of credit risk, and current best practice in credit risk management techniques.

This course allows delegates to acquire a working knowledge of the structure and operation of the major foreign exchange and money markets, including the ability to apply the fundamental mathematics used in these markets, and their core products (cash, forwards and derivatives), and the basic skills required for competent participation.

This new 5-day course covers all traditional securities and derivatives markets as well as providing insights into the latest innovations in financial products such as credit derivatives and exchange traded funds and their impact on the structure of financial markets.

Strategic Investment for Long-term Asset Managers is designed to address the many challenges faced by asset managers investing strategically for the long term, focusing on discerning long term macro-economic trends...

This comprehensive 10-day Academy examines techniques relevant to the current stressed global financial markets and enhances your 'sector' skills in energy, oil & gas/LNG, power, infrastructure and mining. We recommend attending the full 10 days for maximum benefit, but you also have the option of booking the modules separately so you can pick and choose the topics that are most relevant to you. The Academy has been designed with Asia-Pacific in mind but the concepts are applicable to any region and the case studies used are global. Attend all the modules and save US$6,660! Just contact us at training@euromoneylearningsolutions.com to register and enjoy this special offer.

Learn how to achieve successful integration of mergers or acquisitions from 6 months pre-deal to 12 months post deal. You will learn to deliver synergies and create a business that will grow with limited disruption. The course will show you how to capture substantially more value through the course of the deal.

This 5-day programme provides a comprehensive overview of all aspects of Development Finance. Throughout the programme delegates will gain the knowledge to take strategic decisions related to all the key international, domestic and innovative financing instruments mobilised to finance development

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Euromoney Training is part of the Euromoney Institutional Investor PLC group of companies.
Click here for more details on our group’s activities.

We will use the information you provide here to process your order/registration/request including communicating with you about it. We may monitor your use of our website(s). As an international group, we may transfer your data on a global basis. Subject to your choices below, we may also use your data for marketing purposes. By submitting your details, you will be indicating your consent to the use of your data as identified here. Further information is set out in our privacy policy on this site.

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Euromoney Institutional Investor PLC group companies provide a range of
business to business products and services. These are focused on
international finance, metals, commodities, telecoms, law, tax,
insurance, energy, transport and emerging markets. Products and services
include magazines, newsletters, books, directories, electronic
information and data, training, seminars and conferences. Full details
are available at www.euromoneyplc.com

We will use the information you provide here to process your order/registration/request including communicating with you about it.
If you are registering for a trial, you will receive follow up emails and/or a telephone call about your trial.
As part of the trial, you may also receive email updates and other features as specified for that product.
We may monitor your use of our website(s). As an international group, we may transfer your data on a global basis.
Subject to your choices on the form, we may also use your data for marketing purposes.
Further information is set out in our privacy policy on this site.